Andrew Holtgrieve
Fondateur chez Rockwood Capital Advisors LLC
Profil
Mr. Donald A.
Holtgrieve is a Managing Partner & Chief Operating Officer at Rockwood Capital Advisors LLC.
Mr. Holtgrieve is a founding partner at the firm and has over thirty years of experience in the investment management industry.
He coordinates many of the firm’s operations, as well as relationship management activities and client communication programs.
Prior to the formation of Rockwood Capital, Mr. Holtgrieve spent thirteen years with Boatmen’s Trust company with responsibilities in personal trust portfolio management, marketing and institutional fixed income management.
He also served as a member of Boatmen’s fixed income strategy team.
Previously, Mr. Holtgrieve was a registered investment representative with the brokerage firms of Shearson and Dean Witter Reynolds.
He earned his Bachelor’s degree in Business Administration from the University of Missouri-Columbia.
Postes actifs de Andrew Holtgrieve
Sociétés | Poste | Début |
---|---|---|
Rockwood Capital Advisors LLC
Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Fondateur | 01/01/1997 |
Anciens postes connus de Andrew Holtgrieve
Sociétés | Poste | Fin |
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Boatmen's Trust Co. (Missouri) | Corporate Officer/Principal | - |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Formation de Andrew Holtgrieve
University of Missouri | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Exécutifs
Sociétés liées
Entreprise privées | 3 |
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Boatmen's Trust Co. (Missouri) | Finance |
Rockwood Capital Advisors LLC
Rockwood Capital Advisors LLC Investment ManagersFinance Rockwood Capital Advisors LLC (Rockwood Capital) is an investment management firm headquartered in St. Louis, Missouri. The firm was founded in 1997 by four founding partners. They were acquired by CCM Partners LP (dba Shelton Capital Management) in 2023. Rockwood Capital provides investment management and advisory services to a diverse group of Public Fund, Taft-Hartley and Corporate clients throughout the US. | Finance |
Dean Witter Reynolds, Inc. | Finance |